This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set.
You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more
about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

Customise this table

Toolset

Portfolio:
This shows the number of portfolios you hold. Portfolios can be constructed from Unit Trusts & OEICs,IA Unit Trusts & OEICs,Investment Trusts,Pension Funds,Life Funds,Offshore Funds,Exchange Traded Funds and cash. Holdings and acquisition costs can be recorded so that profits/losses can be calculated. These can be calculated in terms of a number of base currencies. Overall portfolio values, as well as portfolio constituents, can be made the subject of alerts.

Watchlist:
You have one watchlist, and this shows you the number of items currently stored in the watchlist. Items stored here do not have holdings records, so this list simply monitors the price of items held, which can also be subject to alerts

Funds Basket:
This is designed to be a temporary collection of items selected by you for further analysis in the tools section. Items can be subsequently transferred from the Basket to the Watchlist or Portfolio.

Dan Ison

Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently managed to outperform the peer group. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.

Manager profile

Dan Ison joined Threadneedle in 2007 as Head of Pan European Equities and manages the Threadneedle (Lux) Pan European Equities Fund. He started his career with Baring Asset Management in 1994 as a Director/Fund Manager and then moved to Beaumont Capital/Schroders in 2001 as a Partner/Director. Prior to joining Threadneedle he was a Partner at Clareville Capital. Dan graduated in 1994 from the University of Oxford with a BA in Chemistry. He holds the Investment Management Certificate (IMC).

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against
all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.

Quartile 1

Quartile 2

Quartile 3

Quartile 4

2-38m

14-50m

26-62m

38-74m

50-86m

Discrete calendar year performance : Dan Ison

Discrete performance

0-12m

12-24m

24-36m

36-48m

48-60m

60-72m

72-84m

84-96m

96-108m

108-120m

Dan Ison

3.9

18.9

15.6

-2.1

20.7

41.5

-30.4

-

-

-

Peer Group Composite

2.8

15.1

15.0

-5.8

12.1

45.4

-34.2

-

-

-

Over / Under

1.1

3.8

0.6

3.7

8.6

-3.9

3.8

-

-

-

Performance vs peer group composite: Dan Ison

How a manager matches up against his peers gives you some idea of how talented he is.
Very few managers perform equally well in rising and falling markets,
so knowing which type of market a manager is capable of performing well within is also important.